Broker Check

About Your Advisor

Why I'm An Advisor

I began serving financial advisory clients in December 1997 and I passionately love what I do! It’s good to build wealth; it’s better to help people add the most to their quality of life by getting the most out of their income and assets. It’s important that I make it easy for you to do business with me, so I’m happy to schedule after-hours and weekend appointments. A few years ago, I earned the Certified Financial Fiduciary® designation, but I’ve always operated with my clients’ best interests in mind. I want the best for everyone, so I became an arbitrator for the Financial Industry Regulatory Authority.

William H. (Bill) O’Donnell

Certified Financial Fiduciary®

President & Wealth Manager